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Eley Financial Management’s Advance Auto Parts AAP Stock Holding History

Eley Financial Management’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9,625
Closed -$677K – 69
2023
Q2 		$677K Buy
9,625
+178
+2% +$18.3K 0.33% 59
2023
Q1 		$1.15M Buy
9,447
+517
+6% +$72.3K 0.59% 47
2022
Q4 		$1.31M Buy
+8,930
New +$1.45M 0.71% 44

Other funds holding AAP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Eley Financial Management's AAP Position: Q3 2023 in Review

Eley Financial Management sold out of Advance Auto Parts (AAP) in Q3 2023, closing a stake of 9,625 shares — an estimated $677K sold.

Eley Financial Management first reported a position in AAP in Q4 2022 and held it in 3 quarters. The position peaked at $1.31M in Q4 2022. 412 funds tracked by Wall St. Rank hold AAP as of Q3 2023.

  • Eley Financial Management reported no remaining Advance Auto Parts position as of Q3 2023 after selling out during the quarter.
  • Eley Financial Management sold 9,625 Advance Auto Parts shares in Q3 2023, an estimated $677K.
  • Eley Financial Management first reported a position in Advance Auto Parts in Q4 2022 and held it in 3 quarters.
  • Eley Financial Management's Advance Auto Parts position peaked at $1.31M in Q4 2022.
  • 412 funds tracked by Wall St. Rank held Advance Auto Parts as of Q3 2023.

Based on Eley Financial Management's 13F filing for Q3 2023, filed 31 Oct 2023.